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some of these large, more central cloud driven AI deals to start to expand more to edge cloud
Just can you maybe help us understand, I know this isn't the Akamai of 10 years ago when maybe live events were a lot more meaningful
is the total ACV or whatever sort of metric you want to use, with those customers growing meaningfully as a result of this?
Are there opportunities to take what you're doing in API security today and start to extend it now into these new kind of Agentic protocols?
what gives you confidence that as we get through this capacity constrained era, regardless of how long it lasts, that Akamai will still be well positioned
what can you do on your end to minimize the disruption from that. What are you assuming when you think about your 2025 guide
how should we be thinking about the pricing environment for the delivery? And can just having fewer players in the space help
are you seeing situations where you're actually landing net new customer logos as a result of having these
How do we think about the opportunity for you to, over time, start building out more formal partnerships with them
how do you expect that mix to shape over time? And then alongside that, how do you -- what tools in your arsenal
when we think about your $100,000-plus customers that are using Figma Make today, what are the tangible results
why you expect that Figma is still going to be not just relevant, but, you know, market-leading in that new paradigm
are you typically landing greenfield with a lot of these opportunities, or are there wins that you have
how to maintain predictability within the customer base while increasingly growing consumption
Can you maybe walk us through how you see that pricing model starting
How do you think about the opportunity not just to build your own custom Falcon agents to solve industry-specific problems
how should we be thinking about the opportunity for Veeva to work with Anthropic, OpenAI, all the different kind of model providers out there
do you see an opportunity to not just automate and drive faster time to value and efficiency but even leveraging AI within the Veeva platform to allow for better drug development, safer drugs
Is there an opportunity that you can leverage your agents to make that transition and movement of applications easier
are you gonna be architecting your agents out in a way/have you already started to see this where, you know, it's not only living within the Vault ecosystem
where do you kind of see it shaking out other than, you know, the typical efficiency gains
can you talk about what you're seeing from early customer feedback and adoption of these
maybe can you walk us through kind of what's driven the desire or the momentum to push out these products kind of quickly
would you characterize anything different you saw in the month of April especially because that was post-liberation day and the institution of tariffs